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Showing 2001 - 2010 of 2303 results for "Financial Planner"

FPA should lead not follow: Bloch

The Financial Planning Association's (FPA) chief executive, Jo-Anne Bloch, has called on FPA members to lead the debate on the challenges facing the industry in her opening address at the annual FPA conference today. "We need to lead the debate instead ...

ANZ FP to focus on maintaining its muscle

HAMISH MADDEN  |  TUESDAY, 21 NOV 2006
... people's alignment with the organisation [is different]. One question I ask people in the organisation is are you a financial planner who happens to be with ANZ or are you an ANZ employee who's career is in financial planning? And we'd really like the ...

ING OneAnswer launches new adviser fee choices

ING has launched OneAnswer Select, a new product option on the OneAnswer platform that offers an easier and less costly alternative for financial planners looking to switch from commissions to a fee-for-service model. ING said that the product fully ...

At long last some logic on FSR streamlining

ALEX DUNNIN  |  FRIDAY, 17 NOV 2006
The Government has proposed reforms to FSR that may at long last restore some balance to the more extreme rules that have plagued financial planners and locked some consumers out of getting advice. Chris Pearce, parliamentary secretary to the Treasurer ...

Lonsec expands sales and marketing arm

Lonsec has hired two additional staff to its sales and marketing team. The group has announced that John Ryan, who previously worked at the Over Fifty Group, is its new national sales manager. Ryan boasts over 25 years experience in funds management ...

SMSFs are about control not speculation: IFSA

ALEX DUNNIN  |  WEDNESDAY, 15 NOV 2006
... segment, the survey revealed a big increase in the number of people establishing an SMSF at the suggestion of a financial planner, while those doing so after consulting an accountant continues to decline. Mark Johnston, Investment Trends principal, said ...

Schroders casts net outside MSCI World

Financial advisers looking for a global equities fund with a twist should look no further than Schroders Global Active Value, a fund that invests in shares outside the traditional global benchmark MSCI World Index. Schroders chief executive, Greg Cooper ...

HIP in the spirit of giving out member benefits

HAMISH MADDEN  |  WEDNESDAY, 8 NOV 2006
Industry super fund Health Industry Plan (HIP) has unveiled a range of improved member benefits to see in the new year. After going to tender on its insurance partnership, HIP eventually renegotiated an insurance deal with ING that translated to a 15 ...

MIAA set for a new name

HAMISH MADDEN  |  TUESDAY, 7 NOV 2006
The Mortgage Industry Association of Australia (MIAA) is set to change its name to reflect the evolving nature of the industry and the different areas of financial services its members are now active in. Phil Naylor, chief executive officer of the MIAA ...

Former NAB adviser gets 8 years

HAMISH MADDEN  |  MONDAY, 6 NOV 2006
A former National Australia Bank (NAB) financial planner has been jailed for eight years for dishonesty and fraud relating to nearly $6 million of misappropriated funds. Following an Australian Securities and Investments Commission (ASIC) investigation ...